Copperleaf Capital, LLC Portfolio Holdings

Copperleaf Capital, LLC

  • $137 Million
  • Q3 2025

Copperleaf Capital, LLC has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $137 Million distributed in 114 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $6.15M, Ishares Core S&P 500 ETF with a value of $5.33M, Msci Eafe Value ETF with a value of $5.18M, Ishares Core Total Usd Bond Ma with a value of $4.87M, and Ishares Msci Usa Quality Facto with a value of $4.51M.

Examining the 13F form we can see an decrease of $2.51M in the current position value, from $139M to 137M.

Copperleaf Capital, LLC is based out at Raleigh, NC

Below you can find more details about Copperleaf Capital, LLC portfolio as well as his latest detailed transactions.

Portfolio value $137 Million
ETFs: $85.6 Million
Technology: $17.2 Million
Financial Services: $8.78 Million
Communication Services: $7.44 Million
Consumer Cyclical: $6.02 Million
Industrials: $5.64 Million
Healthcare: $2.85 Million
Consumer Defensive: $1.66 Million
Other: $1.09 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 114
  • Current Value $137 Million
  • Prior Value $139 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 17 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
Track This Portfolio

Track Copperleaf Capital, LLC Portfolio

Follow Copperleaf Capital, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Copperleaf Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Copperleaf Capital, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email